KCS - How To Delete A Bill

December 01, 2018 00:07

Objective:

How to delete Bills in Draft.

How to delete Bills in Pending Approval.

Removing a Bill from Clio.

Environment:

Clio Web App

Additional Information:

You will only be able to delete Bills in the Draft or Pending Approval state. If you need to remove a Bill in Awaiting Payment state you will need to Void it. This article How To Void A Bill will detail the steps.

Procedure:

Go to Bills

Choose the Bill State (Draft or Pending Approval)

Select the drop-down menu on the left beside "edit"

Click Delete

Was this article helpful?

Thank you for your feedback.

We'll use this information to inform the continual improvement of our self-help resources.

This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality